by adrian tout | Nov 29, 2024 | Asset Allocation, Investing Lessons, S&P500, Valuations, Warren Buffett
Words: 1,645 Time: 7 Minutes Market appears over-valued by several measures Tobin’s Q-Ratio now exceeds the level of the dot.com crash Ways to consider hedging your exposure “The defensive investor should be satisfied with the gains shown on half his portfolio...
by adrian tout | Nov 28, 2024 | Tariffs, Trade, Trump
Words: 1,500 Time: 6 Minutes Tariffs now tied to solving migration, health and security issues Trump will look to leverage (highly lucrative) access to US consumers ECB’s Chief Lagarde recommends Europe “buying more U.S. made goods” Trump’s...
by adrian tout | Nov 24, 2024 | Books, Investing Lessons, Valuations, Warren Buffett
Words: 1,898 Time: 8 Minutes ‘The best book on investing ever written’ – Warren Buffett The most important lessons from all twenty chapters Templates and easy to follow examples anyone can apply Over the 14 years writing this blog – I’ve...
by adrian tout | Nov 20, 2024 | Uncategorized
Words: 1,869 Time: 8 Minutes Post-pandemic consumer resilience Political risks and tariffs Government spending cuts – what’s the impact? The post-pandemic resilience of the American consumer continues to show strength. Recent retail sales data indicates...
by adrian tout | Nov 15, 2024 | Inflation, S&P500, US 10-Year Yield, Valuations
Words:1,888 Time: 8 Minutes Measuring fund manager post-election sentiment Are we seeing inflation concerns under Trump 2.0? Valuation challenges and investing strategy thoughts Markets are notoriously fickle. It made this point here – suggesting traders would...
